United Bank

  • Client Services Associate

    Job Locations US-WV-Parkersburg
    Posted Date 3 weeks ago(5/29/2018 12:25 PM)
    Job ID
    2018-3568
    # of Openings
    1
    Category
    Wealth Management
    Market/Branch
    Wood
  • Responsibilities

    Responsible for the day-to-day administrative duties relating to Wealth Management Clients.  Tasks and functions are in relation to a middle office concept working with Wealth Management Operations, Administrators, Legal, Investments and Institutional Services.

     


    RESPONSIBILITIES:

     

    • On a daily basis, review, post and/or approve daily transactions
    • Maintain account/interested party information
    • Based on client type and regulatory requirements, responsible for new account set up and ongoing updating on the trust accounting system
    • Assist the Estate workflow process
    • Prepare scholarship spreadsheets and letters
    • Complete the annual accountings required with Veteran and Social Security administration
    • Reporting and tracking of client fees
    • Prepare report identifying client accounts needing the annual account review performed
    • Ensure real estate inspections/appraisals are coordinated on Trust Accounts
    • Outstanding checks and unresolved security litigations reporting is reviewed and researched on a regular basis.  
    • Coordinate high and medium risk accounts review and reporting
    • Assist with special projects and research items related to Wealth Management clients

    Qualifications

    • Bachelor’s degree required
    • Minimum of one (1) year of professional corporate working experience desired
    • Knowledge of investments, legal concepts, or accounting methods highly desired
    • Proficiency in Microsoft Office products required
    • Excellent customer services and interpersonal skills required
    • Demonstrated ability of being detail oriented is essential.
    • Strong verbal and written communication skills required
    • Well organized and ability to adhere to daily deadlines is essential
    • Ability to multi-task and work in a fast-paced environment

     


    KEY COMPETENCIES:

     

    • Communication Skills
    • Detailed Oriented
    • Multi-tasking Skills
    • Organizational Skills
       

     

    Essential Functions:

     

    • Sitting for extended periods of time.
    • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
    • Ability to converse and exchange information with all levels of staff within organization.
    • Ability to observe, perceive, identify, and translate data

    Overview

    With over 175 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets.
     
    At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.
     
    United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.

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